Before you begin
First identify whether the invoice, payment or association is wrong.
Recommended workflow
Use the correction mechanism available in the billing module and keep an explanation of the change. Review affected balances afterwards.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Check accounting and retention requirements before deleting any financial record.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team